Box for financial services

Create seamless customer experiences with the Content Cloud

financial services

Powering leading financial services firms


When it comes to financial services, clients expect omni-channel experiences that are seamless every step of the way. The Content Cloud makes it easy for you to speed up day-to-day tasks like onboarding, collaborating on loans, managing M&A activity, and accessing and exchanging updated financial information — all with unprecedented security and compliance.

Morgan Stanley
atb financial

Onboard clients with ease 

Attract new customers with transparent client onboarding. With Box, you enable clients and internal teams to securely share and access confidential information, assign tasks, sign documents, and edit content from any device, anywhere.

Create next-generation customer engagements

Easy online experiences attract new customers and help you build loyalty. With a rich set of APIs to create tailored experiences, you provide clients and financial advisors with a more effective and interactive way to work. 

One platform for financial services

Client onboarding

Create an efficient and intelligent customer onboarding process to improve satisfaction and retention.

virtual data room
Virtual data room

Create a centralized, secure, and compliant virtual data room for sell side and buy side deal transactions like M&A activities, private equity, and contract negotiations.

loan organization
Loan origination

Accelerate loan intake with transparent processing and archiving, along with secure submission of sensitive information.

Modern records management

Build a scalable retention strategy for regulated content, ensuring you meet compliance standards defined by FINRA, OCC, FDIC, MiFID II, and SEC.

Client portal

Drive seamless multiparty collaboration, where exchanges of confidential content stay both secure and compliant.

Claim management and processing

Shorten the claim lifecycle and simplify claim management by centralizing client and agent data in one place.

Smarter customer connections, no matter your sector


Accelerate tasks like client onboarding, new account opening, and lending across consumer and commercial banking.

Investment services
Investment management

Customize experiences to allow clients and investment managers to collaborate on financial documents securely.


Streamline insurance claims lifecycle for insured customers, claims departments, and field claims adjusters with modern first notice of loss capabilities.

Sign documents right in the Content Cloud

E-signatures power financial services, and getting a document signed should never slow you down. Get secure e-signatures on everything from loan agreements and NDAs to purchase contracts with natively integrated Box Sign.

Protect customer data

From employee and customer data to company financials, you need security and compliance you can trust. With Box, secure your most valuable and highly sensitive data, all while reducing financial, legal, and reputational risk. Plus, protect proprietary files with auto-classification for various file types, granular access permissions, and threat detection to reduce the risk of ransomware attacks.

Check out Enterprise Plus

Enterprise Plus gives you the best of the Content Cloud in one simple plan. We’ve included our most-valued products and services to help you power secure enterprise workflow automation across your organization. And it saves you up to 35%.


northwestern mutual
Northwestern Mutual drives efficiencies with Box

Hear how the company supports customers through a digital journey, from sales to claims, without sacrificing security.

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new era
Managing a new era of financial services

Read how we address key macro tech themes like driving customer engagement, managing risk, and improving operational efficiencies. 

Read blog
speed up loan process
Speed up loan processes

Watch how Box helps you streamline loan processes for an enhanced customer experience.

Watch demo
financial apps
Box for financial services 

Learn how to accelerate key processes like onboarding and loan origination.

Read ebook
CTO Nationwide
Hear from the CTO at Nationwide 

See how a Fortune 100 company powers insurance claims in the cloud and helps field agents work from anywhere.

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mobile photo of a car crash
Transforming digital claims

Managing information in financial services is easy with one location for policyholders and field agents to collaborate on claims.

Read white paper

Ready to get started?